PortfolioPilot is used by over 30,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:
PortfolioPilot can currently handle USD and CAD for asset values. Unfortunately, we currently do not support other currencies.
View moreGlobal Predictions, the company that makes PortfolioPilot, offers the GP API used by fintech companies and larger institutions.
View moreYes, PortfolioPilot can track margin trades and takes this into account for your overall net worth calculation.
View moreYes, the checklist includes a living will (advance health care directive) so your treatment wishes are documented if you’re ever incapacitated.
View moreYour portfolio's total expected return is calculated by taking a weighted sum of the expected returns of the underlying securities in your portfolio.
View moreEvery time you accept a recommendation into your draft portfolio, your portfolio changes, and so the next set of recommendations needs to be recalculated in order to provide you the next best set in light of your new holdings and exposures.
View morePortfolioPilot provides you with many avenues to improve your Portfolio Score (our quantitative analysis of your portfolio).
View morePortfolioPilot’s taxes page provides users with continuous tax-loss harvesting throughout the year, recalculated as markets change.
View morePortfolioPilot is used by over 40,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now: